10 Things Tax Pros Should Do Over the Summer to Prep for Tax Season

1. Review and Update Client Data

Take time to clean up your CRM or client database:

• Archive old records

• Update addresses, phone numbers, EINs

• Flag missing info you’ll need in January

  
  

2. Evaluate Your Tax Software

Did your current software make life easier or harder last season?

• Schedule demos (like with MyTaxPrepOffice)

• Compare features, e-filing capabilities, and pricing

• Look for automation, client portals, and secure document exchange

  
  

3. Create a Marketing Plan

Summer is a great time to:

• Review what worked/didn't in your last outreach

• Build out your email or social media campaigns

• Schedule “pre-tax season” awareness posts starting in November

  
  

4. Plan for Staffing

Will you need seasonal help?

• Reach out to prior seasonal staff now

• Consider college interns or remote admin support

• Document key workflows to make onboarding easier

  
  

5. Update Engagement Letters

IRS regulations change constantly — make sure your client agreements and pricing reflect:

• New rules or disclosures

• Scope of services

• Terms for representation, payment, and refunds

  
  

6. Continue CPE/Training

Use downtime to knock out continuing education hours:

• Focus on tax law updates or high-demand specialties (ERC, crypto, etc.)

• Attend IRS Nationwide Tax Forums

  
  

7. Audit Your Tech Stack

Is your tech secure and efficient?

• Ensure your systems use multi-factor authentication

• Check your document retention/security policies

• Update or renew any tools (e-signatures, cloud storage, practice management)

  
  

8. Organize Client Communication Templates

Save time later by preparing:

• Client welcome packets

• Year-end tax planning reminders

• Missing documents checklists

• Automated reminders

  
  

9. Build a Referral Strategy

Word-of-mouth is powerful.

• Reach out to satisfied clients for reviews

• Offer small referral bonuses

• Partner with professionals (financial advisors, attorneys)

  
  

10. Rest and Recharge

Don't underestimate it—rest is part of preparation.

• Take time off if you haven’t

• Step away from screens

• Come back mentally refreshed and ready to lead

If you use summer wisely, you’ll thank yourself in January when your systems are humming, your clients are better organized, and you’re not scrambling to catch up.

Disclaimer: This article is for informational and educational purposes only and does not constitute legal tax advice. Advanced Tax Solutions is not liable or responsible for any damages resulting from or related to your use of this information. It is your responsibility to refer to official IRS documentation for information regarding any tax laws or tax information shown here.